Miller Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Miller Financial Services’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.14M	Sell	1,566 -49	-3%	-$30.6K	0.86%	29
2026 Q2	$910K	Buy	1,615 +643	+66%	+$393K	0.73%	41
2026 Q1	$556K	Sell	972 -26	-3%	-$16.7K	0.61%	51
2025 Q4	$782K	Sell	998 -241	-19%	-$161K	0.92%	33
2025 Q3	$910K	Sell	1,239 -7	-0.6%	-$5.21K	1.05%	26
2025 Q2	$920K	Sell	1,246 -22	-2%	-$13.6K	1.17%	23
2025 Q1	$731K	Sell	1,268 -2,041	-62%	-$1.32M	1.05%	29
2024 Q4	$1.94M	Buy	+3,309	New	+$1.94M	1.64%	12

Other funds holding META

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Miller Financial Services's META Position: Q3 2026 in Review

Miller Financial Services reduced its Meta Platforms (Facebook) (META) stake by 3% in Q3 2026, selling an estimated $30.6K and leaving 1,566 shares worth $1.14M. The position accounts for 0.86% of the portfolio, ranked #29.

Miller Financial Services first reported a position in META in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.94M in Q4 2024. 2,632 funds tracked by Wall St. Rank hold META as of Q3 2026.

Miller Financial Services held 1,566 shares of Meta Platforms (Facebook) worth $1.14M as of Q3 2026.
Miller Financial Services sold 49 Meta Platforms (Facebook) shares in Q3 2026, an estimated $30.6K.
Meta Platforms (Facebook) made up 0.86% of Miller Financial Services's portfolio in Q3 2026, its #29 holding.
Miller Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
Miller Financial Services's Meta Platforms (Facebook) position peaked at $1.94M in Q4 2024.
2,632 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.